Kodiak Gas Services, Inc. (KGS) FY2025 10-K Annual Report
Kodiak Gas Services, Inc. (KGS) 10-K annual report for fiscal year 2025, filed with SEC EDGAR on Feb 26, 2026. This page provides AI-powered analysis including business overview, management discussion & analysis (MD&A), risk factors, and key financial data such as revenue, net income, gross margin, operating margin, and return on equity (ROE) extracted from XBRL.
Kodiak Gas Services, Inc. FY2025 10-K Analysis
Business Overview
- • Core business model: Operator of large horsepower contract compression infrastructure supporting natural gas/oil production and transport in key U.S. regions
- • New emphasis on electric motor driven compression deployment under long-term fixed-revenue contracts to reduce emissions intensity
Management Discussion & Analysis
- • No revenue or profitability figures disclosed in MD&A; focus on operational and regulatory risks
- • Concentrated operations in Permian Basin and Eagle Ford Shale, vulnerable to regional disruptions and supply-demand shifts
Risk Factors
- • Regulatory risk from One Big Beautiful Bill Act 2025 impacting U.S. tax law and permanently reinstating full expensing of qualified capital expenditures
- • Geopolitical exposure: 82.8% of compression assets deployed in Permian Basin and Eagle Ford Shale, subject to U.S. Gulf Coast LNG export growth and related energy policies
Kodiak Gas Services, Inc. FY2025 Key Financial MetricsXBRL
Revenue
$1.3B
▲ +12.8% YoY
Net Income
$81M
▲ +61.4% YoY
Operating Margin
26.0%
▲ +448bp YoY
Net Margin
6.2%
▲ +185bp YoY
ROE
6.7%
▲ +304bp YoY
Total Assets
$4.3B
▼ -2.6% YoY
EPS (Diluted)
$0.89
▲ +58.9% YoY
Operating Cash Flow
$600M
▲ +82.9% YoY
Source: XBRL data from Kodiak Gas Services, Inc. FY2025 10-K filing on SEC EDGAR. All figures in USD.
Get deeper insights on Kodiak Gas Services, Inc.
Access full AI analysis, insider trading data, fund holdings, and cross-signal detection on SignalX.